Beginning in mid-August 2016, FFRA website content will be moving to the Northwestern IT site's new section for Administrative Systems.

Training Materials: Central Offices

THESE ITEMS ARE HERE FOR HISTORICAL REFERENCE AND ARE NO LONGER UPDATED.

Download PDFs of materials by clicking each item's title.

Course Materials by Function


Project Cafe Recommended Training and Materials for Central Offices

Function

Course Title

Training Materials

Accounting Services/Controller’s Office

FMS713 Creating PS Journal Entries

  1. Getting Comfortable with PeopleSoft Navigation pdf icon
  2. Creating Actuals Journals Using
    NUFinancials
    pdf icon
  3. Searching for Actuals Journals pdf icon
  4. Accounting Services Chart String Construction Rules pdf icon
  5. Correcting Common Actuals Journal
    Errors
    pdf icon
  6. Manually Batch Editing and Budget Checking Actuals Journals pdf icon

FMS714 Managing PS Journal Entries

  1. Getting Comfortable with PeopleSoft Navigation pdf icon
  2. Searching for Actuals Journals pdf icon
  3. Reviewing and Posting Actuals Journals pdf icon
  4. Reviewing and Posting Actuals Journals Originating from Portal pdf icon
  5. Uploading Journal Spreadsheets into PeopleSoft pdf icon
  6. Accounting Services Chart String Construction Rules pdf icon

FMS721 Managing Budget Journals

  1. Getting Comfortable with PeopleSoft Navigation pdf icon
  2. Budget Office Chart String Construction Rules pdf icon
  3. Creating Commitment Control (KK) Budget Journals pdf icon
  4. Searching for Budget Journals and Details pdf icon
  5. Correcting Common Budget Journal Errors pdf icon
  6. Manually Batch Posting Budget Journals pdf icon
  7. Deleting Budget Journals pdf icon
  8. Unposting Budget Journals pdf icon

FMS990 FAMIS Budgeting & Accounting

  1. FAMIS Navigation Basics pdf icon
  2. How to Create and Use Workbenches pdf icon

FMS811 Vendor Data Maintenance

  1. Add/Update a Vendor pdf icon
  2. Adding an iBuyNU Vendor in PeopleSoft pdf icon
  3. Accounting Services Voucher Entry pdf icon
  4. Accounting Services Voucher Approval pdf icon

FMS741 Handling Cash Receipt Ticket Matches and Exceptions

  1. Reconciling Cash Receipt Tickets (CRT) pdf icon

FMS715 Creating Sys-Generated Journals

  1. Creating System-Generated Journal Entries from Subsystems pdf icon

FMS716 Managing Suspense Journals

  1. Correcting Suspense Entries (AIMS) pdf icon
FMS723 Maintaining Accounting and Budget Periods
  1. Pre-close checklist (provided by GL team)
  2. Opening and Closing Periods pdf icon
  3. Opening and Closing Fiscal Years pdf icon
  4. Processing the Year-end Close pdf icon

FMS752 Asset Management Accounting Services

  1. Asset Basic Add PDF icon
  2. Asset Cost Adjustment PDF icon
  3. Asset Depreciation Close PDF icon
  4. Asset Re-categorization PDF icon
  5. Asset Reinstatement PDF icon
  6. Asset Retirement PDF icon
  7. Asset Review in Pre-AM Status PDF icon
  8. Asset Run Controls and Asset Review PDF icon
  9. Asset Tracking PDF icon
  10. Asset Transfer PDF icon
  11. Job Aid: Asset Consolidation PDF icon
  12. Job Aid: Asset Unitization PDF icon
  13. Job Aid: Edit or Delete Pending Asset Transactions PDF icon
  14. Job Aid: Review Asset Management Self Service Requests PDF icon
  15. Job Aid: Item Category for Assets and Account ChartField PDF icon
  16. Job Aid: Asset Management Report Matrix PDF icon
1099 Processing
  1. 1099 Year End Distribution PDF icon 01/15
  2. Vendor/Voucher 1099 Maintenance PDF icon 3/11

Budget Office

FMS721 – Managing Budget Journals

  1. Getting Comfortable with PeopleSoft Navigation pdf icon
  2. Budget Office Chart String Construction Rules pdf icon
  3. Creating Commitment Control (KK) Budget Journals pdf icon
  4. Searching for Budget Journals and Details pdf icon
  5. Correcting Common Budget Journal Errors pdf icon
  6. Manually Batch Posting Budget Journals pdf icon
  7. Deleting Budget Journals pdf icon
  8. Unposting Budget Journals pdf icon

FMS990 – FAMIS Budgeting & Accounting

  1. Navigation Basics PDF icon
  2. How to Create and Use Workbenches PDF icon

Facilities

FMS900 – FAMIS – Service Requests

  1. Create a Service Request
  2. How to Search and View a Service Request pdf icon

FMS910 – FAMIS – Create and Approve a Request

  1. How to Create a Service Request PDF icon
  2. How to Approve/Withdraw a Request PDF icon
  3. FAMIS Login Job Aid PDF icon

FMS912 – FAMIS – Navigation Basics

  1. FAMIS Navigation Basics
  2. How to Create a Service Request PDF icon
  3. How to Create and Use Workbenches
  4. How to Search and View a Service Request PDF icon
  5. FAMIS Login Job Aid PDF icon
  6. About FAMIS Web PDF icon
  7. Access FAMIS WebPDF icon
  8. Search for Service Requests in FAMIS WebPDF icon

FMS913 – FAMIS – Non FM High Volume Users

  1. FAMIS Navigation Basics PDF icon
  2. How to Create and Use Workbenches PDF icon
  3. FAMIS Login Job Aid PDF icon

FMS920 – FAMIS - Customer Service

  1. How to Enter a Service Request PDF icon
  2. How to Manage a Maintenance Project PDF icon
  3. How to Generate a Work Order PDF icon
  4. How to Update a Work Order PDF icon
  5. How to Update a WO to Complete PDF icon
  6. Standing, Express, Parent Child Work Orders PDF icon
  7. How to Route an Estimate PDF icon
  8. Outage Class, Work Order Types, Priority and Attributes PDF icon
  9. FAMIS Web Service Request Entry PDF icon
  10. FAMIS Web Tips and Tricks PDF icon

FMS930 – FAMIS - Technicians – Auditorium

  1. FAMIS for Technicians PDF icon
  2. Outage Class, Work Order Types, Priority and Attributes PDF icon

FMS941 – FAMIS - Supervisors - Part I

  1. How to Update a Work Order, Supervisors PDF icon
  2. How to Request a Part for a Work Order PDF icon
  3. How to Close a Work Order PDF icon
  4. FAMIS Audit Options PDF icon
  5. Outage Class, Work Order Types, Priority and Attributes PDF icon

FMS942 – FAMIS – Supervisors - Part II

  1. How to Schedule a Work Order PDF icon
  2. How to Review and Approve Labor PDF icon
  3. How to Review and Schedule a Maintenance Project PDF icon
  4. How to Route an Estimate PDF icon
  5. How to Estimate a Service Request PDF icon
  6. Supervisor Labor Entry Warnings PDF icon

FMS950 – FAMIS - Managers

  1. How to Route an Estimate pdf icon
  2. How to Approve or Withdraw Service Request pdf icon

FMS960– FAMIS - Project Managers

  1. How to Estimate a Service Request PDF icon
  2. How to Review and Schedule a Maintenance Project PDF icon

FMS970 – FAMIS - Purchasing and Inventory

  1. How to Purchase for Facilities PDF icon
  2. How to Maintain Inventory PDF icon
  3. FM Fields in Requisition Entry PDF icon 11/09
  4. Job Aid: FAMIS Parts Look Up Options PDF icon 09/13
  5. Job Aid: FAMIS Receipt Entry: What's Changing and What's Not PDF icon 01/12
  6. Job Aid: Unit of Measure for Parts PDF icon 05/13
  7. Job Aid: Purchase Order Errors PDF icon 05/13

FMS980 – FAMIS - Administrative Services

  1. How to Enter Labor PDF icon
  2. How to Update Work Order to Complete PDF icon
  3. Standing, Express, Parent Child Work Orders PDF icon
  4. How to Purchase for Facilities PDF icon
  5. How to Maintain Inventory PDF icon

FMS990 – FAMIS - Budgeting & Accounting

  1. Navigation Basics PDF icon
  2. How to Create and Use Workbenches PDF icon

Purchasing and Accounts Payable

FMS808/809 – Procurement and Payment Services

  1. Ordering Process Diagram pdf icon
  2. Approval Process Requisitions pdf icon
  3. Working with Sourcing Workbench pdf icon
  4. Run Quick PO Source Process pdf icon
  5. Processing Change Orders pdf icon
  6. Dispatching Held POs pdf icon
  7. Adding a Supplier to iBuyNU pdf icon
  8. Locating eInvoices from iBuyNU Job Aid pdf icon

FMS811 – Vendor Data Maintenance

  1. Add/Update a Vendor pdf icon
  2. Adding an iBuyNU Vendor in PeopleSoft pdf icon
  3. Accounting Services Voucher Entry pdf icon
  4. Accounting Services Voucher Approval pdf icon

FMS805/813 – Receiving Dock

  1. Delivery Report for Chicago Central Receiving Dock pdf icon
  2. Enter a PO Receipt pdf icon

Reporting

FMS120 – NUFinancials Reporting

  1. Getting Comfortable with PeopleSoft Navigation pdf icon
  2. Running a Report in PeopleSoft pdf icon
  3. Managing PeopleSoft Reports pdf icon
  4. PeopleSoft Report Inventories: GL pdf icon, Grants pdf icon, Supply Chain pdf icon
  5. Report Template- Trial Balance pdf icon
  6. Report Template- Budget Status pdf icon
  7. Report Template- Aging Report pdf icon
  8. Report Template- SF269 pdf icon
  9. Report Template- PO Activity pdf icon
  10. Report Template- Req to PO XREF pdf icon
  11. Report Template- PO to Req XREF pdf icon
FMS121 – Query
  1. Introduction to Query for Query Developers pdf icon
  2. Introduction to Query: View Access Only pdf icon 11/09
  3. Common Records and Fields pdf icon
  4. Common Records Relationships pdf icon
FMS122 – Advanced Query
  1. Advanced Query for Query Developers